Will turn north mid morning22 Jul 2025 09:47
Let’s be real: most AIM microcaps talk a big game. CPX is actually starting to deliver. After years of promise, it’s finally breaking through with serious commercial traction — distribution deals with Farnell/Avnet, DigiKey, JM Elektronik, Schurter, and more. That’s global reach, not just niche. The first co-branded products are already shipping, and there’s a pipeline worth ~A$2M lined up. This is no longer just about potential — revenue is growing (26% YoY), and the business is cleaning itself up financially.
They’re debt-free, holding ~A$4.2M cash, and expecting another ~A$1.2M R&D tax credit soon. Combine that with real IP (70+ patents), unique tech (ultra-thin supercaps, graphene R&D), and tailwinds from EVs, IoT, and energy storage — and you’ve got asymmetric upside. Is it risky? Of course. But the market cap is still dirt cheap vs what’s now in motion. If execution continues, £1+ is conservative. If it scales? £5–7 isn’t crazy over 12–18 months. This might be one of the few AIM stocks where the story is finally catching up to the stock.